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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$19.8M -$16.2K -646 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M +$209K +8,322 +1%
Bank of America
3
Bank of America
North Carolina
$14.1M +$3.6M +143,353 +35%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.7M +$2.05M +81,622 +22%
Ameriprise
5
Ameriprise
Minnesota
$5.51M -$818K -32,530 -13%
Wells Fargo
6
Wells Fargo
California
$5.46M -$615K -24,474 -10%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.91M +$204K +8,127 +4%
SAM
8
Stringer Asset Management
Tennessee
$4.53M +$11.8K +468 +0.3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.84M +$26.7K +1,064 +0.7%
Morgan Stanley
10
Morgan Stanley
New York
$3.82M +$457K +18,199 +14%
SCM
11
Stonehearth Capital Management
Massachusetts
$3.45M +$231K +9,171 +7%
DADC
12
D.A. Davidson & Co
Montana
$3.42M +$1.97M +78,194 +140%
LPL Financial
13
LPL Financial
California
$3.32M +$367K +14,603 +13%
WP
14
WealthPLAN Partners
Nebraska
$3.27M +$3.17M +125,989 New
HW
15
Hancock Whitney
Mississippi
$2.9M +$864K +34,370 +43%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.63M +$211K +8,378 +9%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$2.21M +$148K +5,905 +57%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.06M +$1.13M +45,042 +127%
JFA
19
JNBA Financial Advisors
Minnesota
$1.96M +$136K +5,414 +8%
Jane Street
20
Jane Street
New York
$1.79M +$1.16M +46,323 +195%
FHC
21
First Heartland Consultants
Missouri
$1.77M +$274K +10,904 +19%
IA
22
IFP Advisors
Florida
$1.75M -$1.54M -61,394 -47%
KA
23
Kovack Advisors
Florida
$1.7M +$303K +12,065 +22%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.46M +$21.1K +839 +1%
CBFP
25
Cedar Brook Financial Partners
Ohio
$1.34M +$96.5K +3,841 +8%